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Configuring Sign-in and Sign-out Checklists

*Admin Users Only*

A Checklist can be configured, so that every time a worker or visitor signs in or sign out of the HT Sign-in app, they will be displayed the checklist questions. These questions will be answered with a yes or no, and are mandatory so the sign in/out process cannot be completed until each question is answered. You can also configure a message to appear on the final page of both the sign-in and sign-out process, based on the worker's responses to the checklist questions.

Note: As an added functionality of the HT Sign-in app Checklists, a 'workflow' can be setup for individuals within your projects and/or company, to receive email notification whenever a yes answer is given, or whenever a no answer is given. To activate this functionality, speak to your HammerTech Representative.

This article will explain how to configure the HT Sign-in app checklists and response messages for sign in and sign out.

Requirements

Before following these instructions, make sure the following requirements have been met.

  • Administration User - only System Admin Users are able to manage the HT Sign-in app checklists. If you are not an administration user, speak to the System Admin of your company to complete this task.
  • Install the latest version of the HT Sign-in app on your device. For further guidance on how to do this, see Sign-in App > How To Update the HT Sign-in App

Instructions

Note: Checklists can be configured at a company level (the same checklists across all projects) or at a regional level (different checklists for 1 or all regions).

  1. Log in to HammerTech
  2. Go to Administration > Sign-in Configuration
  3. Select from the following options:
    • Select Default to set up a company level checklist
    • Select one of the Regions to set up a specific checklist for that region (including any sub-regions)
  4. Complete the checklist setup with:
    • Sign-in Checklist Text - this text will be displayed on sign-in above the checklist questions and can be instructions, a disclaimer, information etc. Note: this field has a limit of 1000 characters.
    • Sign-in Checklist (One item per line) - enter your sign-in questions within this box, adding one question per line. Note: no more than 10 questions will be displayed within the HT Sign-in app.
    • False Responseselect either Any Yes or Any No - if you want a warning or message to appear on the Sign-in app after a worker selects a particular answer on any of the sign-in checklist questions.
    • False Response Message - enter the message you want to appear if a worker selects either Yes or No against any of checklist questions when signing in (based on the Any Yes or Any No selection above). By default the Sign-in App will display the False Response Message as 'Unable to complete this process - speak to your supervisor.' However you can add to, or remove this message depending on your requirements.

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    • Sign-out Checklist Text - this text will be displayed on sign-out above the checklist questions and can be instructions, a disclaimer, information etc. Note: this field has a limit of 1000 characters.
    • Sign-out Checklist (One item per line) - enter your sign-out questions within this box, adding one question per line. Note: no more than 10 questions will be displayed within the HT Sign-in app.
    • False Responseselect either Any Yes or Any No - if you want a warning or message to appear after a worker selects a particular answer on any of the sign-out checklist questions.
    • False Response Message - enter the message you want to appear on the sign-in app when a worker selects either Yes or No against any of checklist questions when signing out (Yes or No as per selection above). By default the Sign-in App will display the False Response Message as Unable to complete this process - speak to your supervisor'. However you can add to, or remove this message depending on your requirements.

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  1. Once completed, select Save Changes. 

    This will now appear the next time an individual sign's in or out .

Note: As an added functionality of the HT Sign-in app Checklists, a 'workflow' can be setup for individuals within your projects and/or company, to receive email notification whenever a yes answer is given, or whenever a no answer is given. To activate this functionality, speak to your HammerTech Representative.

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